David Matthew Croce
Investment adviser representative at Quartz Partners Investment Management
20 yearsExperience
1 stateRegistered in
$611.9MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Quartz Partners Investment ManagementSep 2026 to now
- Etico PartnersSep 2026 to now
- Quartz Partners LLCSep 2026 to now
- TIAA-CREF Individual & Institutional Services, LLCJul 2011 to Aug 2026
- TIAAFeb 2006 to Aug 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (CO).
Quartz Partners Investment Management
Legal name: Quartz Partners, LLC
$611.9MAssets managed
772Clients
28Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4086788
- Firm CRD
- 174327